See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,051 | $61,774-75.6% | $97,226-84.5% | $80,856-81.4% |
| Participation rate | 84.6% | 63.5%+21.1pp | 72.7%+11.9pp | 67.6%+17.0pp |
| Annual return | 58.48% | -557.90%+616.4pp | 75.13%-16.7pp | 35.59%+22.9pp |
| Employer contribution / active EE | $1,793 | $1,837-2.4% | $2,729-34.3% | $2,755-34.9% |
| Participant deferral / active EE | $3,700 | $3,029+22.1% | $4,264-13.2% | $4,296-13.9% |
| Admin fee / account holder | $1,836 | $5,166-64.5% | $5,654-67.5% | $6,918-73.5% |